Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,314 | $89,370+83.9% | $141,197+16.4% | $72,976+125.2% |
| Participation rate | 34.8% | 75.1%-40.3pp | 82.5%-47.6pp | 69.5%-34.7pp |
| Annual return | 21.12% | 111.88%-90.8pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,407 | $5,419-0.2% | $6,710-19.4% | $3,608+49.9% |
| Admin fee / account holder | $35,889 | $5,957+502.5% | $10,265+249.6% | $5,124+600.4% |